Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Adams Resources & Energy
Adams Resources & Energy 401(k)
- Wholesale trade
- Houston, TX
- EIN 74-1753147
- 1 plan with Schedule H financials
- Plan year 2024
- Adams Resources & Energy, Inc.
- filed as Adams Resources and Energy, Inc.
Administrative expenses excluding investment management, per participant · Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan · plan year 2024
$69.88
Higher than 32% of the 24,371 plans $10 to 50M that report it.
Source
= $37,457 / 536
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015133354NAL0006425248001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015133354NAL0006425248001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Cost and contributions
Administrative expenses per participant
$69.88
Higher than 21% of the 25,098 plans $10 to 50M that report it.
Source
= $37,457 / 536
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015133354NAL0006425248001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015133354NAL0006425248001, received 2025-10-15
Administrative expenses as a share of assets
0.113%
Higher than 23% of the 25,132 plans $10 to 50M that report it.
Source
= $37,457 / $33,034,627
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015133354NAL0006425248001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015133354NAL0006425248001, received 2025-10-15
Employer contributions per participant
$2,351
Higher than 58% of the 24,050 plans $10 to 50M that report it.
Source
= $1,260,149 / 536
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015133354NAL0006425248001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015133354NAL0006425248001, received 2025-10-15
Employer share of total contributions
32.7%
Higher than 68% of the 24,084 plans $10 to 50M that report it.
Source
= $1,260,149 / $3,849,355
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015133354NAL0006425248001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015133354NAL0006425248001, received 2025-10-15
Plan terms, as stated in Adams Resources & Energy, Inc.'s SEC filings
Plan terms are described in Adams Resources & Energy, Inc.'s SEC filings: Form 10-K filed 2024-03-13. No term could be quoted from them with the required precision.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015133354NAL0006425248001, received 2025-10-15
Full record, Adams Resources and Energy, Inc., and Subsidiaries 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ADAMS RESOURCES AND ENERGY, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Plan name | ADAMS RESOURCES AND ENERGY, INC., AND SUBSIDIARIES 401K PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Sponsor EIN / plan number | 74-1753147 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Sponsor location | HOUSTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Industry (business code) | 424700, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Participants, beginning of year | 883 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Active participants | 626 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Participants, end of year | 743 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Participants with an account balance | 536 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Total assets, beginning of year | $30,133,132 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Total assets, end of year | $33,034,627 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Net assets, end of year | $33,015,769 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Total income | $7,517,938 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Net income | $2,903,821 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Employer contributions | $1,260,149 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Participant contributions | $2,381,237 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $207,969 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Total contributions | $3,849,355 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Benefit payments | $4,576,660 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $4,614,117 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Total administrative expenses | $37,457 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Administrative expenses excluding investment management | $37,457 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015133354NAL0006425248001, received 2025-10-15 |
| Independent auditor | DOEREN MAYHEW ASSURANCE | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015133354NAL0006425248001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015133354NAL0006425248001, received 2025-10-15.
Service providers paid directly by the plan
No Schedule C line 2 providers are listed on this filing.
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015133354NAL0006425248001, received 2025-10-15.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $30,133,132 | $33,034,627 | 9.6% |
| Participants with a balance | 587 | 536 | -8.7% |
| Administrative expenses | $25,164 | $37,457 | 48.9% |
| Recordkeeping fees per participant | $42.87 | not reported | |
| Employer contributions | $1,467,488 | $1,260,149 | -14.1% |
Prior filing 20241015173607NAL0029271425001, received 2024-10-15; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: ADAMS RESOURCES AND ENERGY, INC.; SEC registrant: ADAMS RESOURCES & ENERGY, INC. (CIK 2178, matched by EIN; display name from the Form 10-K cover).